Innovation Leader AFP Cuprum positions itself as an innovator in the AFP space and is noted as the number one in innovation. Sales teams can leverage this to pitch technology partnerships, digital onboarding, and data-driven advisory tools to enhance client experience.

Technology Stack With a tech stack that includes Oracle, Dynatrace RUM, Modernizr, and analytics/tracking like Facebook Pixel, there is potential to offer performance optimization, cloud integration, data analytics, and personalized digital experiences to improve member engagement and operational efficiency.

Leadership Change A recent appointment of a new chief investment officer indicates ongoing strategic shifts and potential appetite for new investment research tooling, risk analytics, and portfolio management platforms to support decision-making and client reporting.

Scale Opportunity As a mid-to-large employer in the financial services sector with over 1,000 employees, Cuprum may be exploring enterprise-grade solutions for CRM, compliance, cybersecurity, and employee-facing digital benefits portals to streamline operations and member services.

Market Position Being the leading AFP in innovation and sharing a revenue profile similar to major peers suggests opportunities for partnerships around marketing technology, member acquisition campaigns, and cross-sell of financial advisory and investment products to grow wallet share.